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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,180 | $165,381-87.8% | $149,730-86.5% | $158,966-87.3% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 31.21% | 348.29%-317.1pp | 276.70%-245.5pp | 302.95%-271.7pp |
| Employer contribution / active EE | $1,507 | $5,104-70.5% | $4,645-67.6% | $4,762-68.4% |
| Participant deferral / active EE | $4,208 | $7,182-41.4% | $6,843-38.5% | $5,983-29.7% |
| Admin fee / account holder | $80 | $10,809-99.3% | $9,310-99.1% | $11,250-99.3% |